L3VLUP
ProSign in

AX in the 13F filings

Axos Finl Inc · CUSIP 05465C100

Sector · BanksTheme · Commercial banks and thriftsTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 4 Feb 2026
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
3,821,938
combined, among listed positions
Reported value
$329m
combined, at the quarter end

Among the 92 comparable managers: 11 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +452,173.

Managers listing AX in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
Fidelity (FMR LLC)1,870,781$161munder 0.1%Added+479,18017 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP528,300$46munder 0.1%Added+82,88817 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC232,636$20munder 0.1%Added+7,33717 Feb 2026 (the filing on sec.gov)
Invesco Ltd200,949$17munder 0.1%Trimmed-41,23219 Feb 2026 (the filing on sec.gov)
Millennium Management LLC144,837$12munder 0.1%Trimmed-10,11617 Feb 2026 (the filing on sec.gov)
First Eagle Investment Management LLC142,287$12munder 0.1%Added+2,5394 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC134,773$12munder 0.1%Added+128,50413 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP113,229$9.8munder 0.1%Added+56,72913 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC110,171$9.5munder 0.1%Trimmed-7,62317 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP68,678$5.9munder 0.1%Trimmed-110,98717 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP65,564$5.6munder 0.1%Added+3,55417 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc51,484$4.4munder 0.1%Added+2,13817 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd51,022$4.4munder 0.1%Trimmed-50,51817 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP25,000$2.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.21,655$1.9munder 0.1%Trimmed-26,49417 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP16,270$1.4munder 0.1%Trimmed-8,12917 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC13,800$1.2munder 0.1%Added+5,02817 Feb 2026 (the filing on sec.gov)
Polen Capital Management LLC10,986$947kunder 0.1%Added+1,80712 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP9,937$856kunder 0.1%Trimmed-11,21710 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC7,074$609kunder 0.1%Trimmed-5117 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC2,505$216kunder 0.1%Trimmed-12627 Oct 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

0246820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AX by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20181$1.9mn.a.n.a.
Q4 20181$1.4mn.a.n.a.
Q1 20192$1.8mn.a.n.a.
Q2 20192$1.9mn.a.n.a.
Q3 20191$1.3mn.a.n.a.
Q4 20193$16mn.a.n.a.
Q1 20201$1.4mn.a.n.a.
Q2 20201$1.5mn.a.n.a.
Q3 20201$1.1mn.a.n.a.
Q4 20201$1.5mn.a.n.a.
Q1 20211$1.4mn.a.n.a.
Q2 20212$1.9mn.a.n.a.
Q3 20212$2.3mn.a.n.a.
Q4 20212$3.1mn.a.n.a.
Q1 20222$3.9mn.a.n.a.
Q2 20222$4.7mn.a.n.a.
Q3 20222$3.2mn.a.n.a.
Q4 20221$1.5mn.a.n.a.
Q1 20231$554kn.a.n.a.
Q2 20232$3.8mn.a.n.a.
Q3 20232$6.2mn.a.n.a.
Q4 20235$41m41
Q1 20247$39m52
Q2 20248$90m72
Q3 20244$74m23
Q4 20243$43m03
Q1 20252$28m02
Q2 20253$27m12
Q3 20252$13m20
Q4 20253$15m1114
Q1 20263$27m177
Q2 20263$36m1212

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AX and BAC →AX and JPM →AX and WFC →Choose a stock to compare with AX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AX, latest filings →Back to the 13F Explorer →